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iShares Russell Top 200 Growth ETF

555 hedge funds and large institutions have $8.29B invested in iShares Russell Top 200 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 195 increasing their positions, 209 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 209

4.31% less ownership

Funds ownership: 83.2%78.89% (-4.3%)

5% less funds holding

Funds holding: 587555 (-32)

17% less funds holding in top 10

Funds holding in top 10: 6554 (-11)

22% less capital invested

Capital invested by funds: $10.7B → $8.29B (-$2.39B)

28% less call options, than puts

Call options by funds: $991K | Put options by funds: $1.37M

30% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 76

Holders
555
Holders Change
-32
Holders Change %
-5.45%
% of All Funds
7.44%
Holding in Top 10
54
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-16.92%
% of All Funds
0.72%
New
53
Increased
195
Reduced
209
Closed
76
Calls
$991K
Puts
$1.37M
Net Calls
-$380K
Net Calls Change
-$662K
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
326
Financial Engines Advisors
California
$568K
SWP
327
SIMA Wealth Partners
Virginia
$566K
SWM
328
Sculati Wealth Management
Michigan
$559K +$609K +2,649 New
TCWM
329
Total Clarity Wealth Management
Illinois
$556K
Bank of New York Mellon
330
Bank of New York Mellon
New York
$556K
PWM
331
Prosperity Wealth Management
California
$536K +$269K +1,169 +85%
KCFA
332
Key Client Fiduciary Advisors
New Jersey
$535K -$6.21K -27 -1%
RFC
333
Regions Financial Corp
Alabama
$530K
CFS
334
Compass Financial Services
Iowa
$527K +$460 +2 +0.1%
AI
335
ArchPoint Investors
Florida
$517K
JIC
336
Johnson Investment Counsel
Ohio
$516K +$563K +2,448 New
DT
337
Diversified Trust
Tennessee
$514K -$273K -1,186 -33%
CAM
338
Concorde Asset Management
Michigan
$510K -$6.57M -28,549 -92%
PFG
339
Pacific Financial Group
Washington
$510K +$2.07K +9 +0.4%
ANTB
340
AMG National Trust Bank
Colorado
$509K -$370K -1,610 -40%
YWM
341
Yoder Wealth Management
California
$509K
BlackRock
342
BlackRock
New York
$500K
KFP
343
KMG Fiduciary Partners
Ohio
$497K -$56.6K -246 -9%
VIPI
344
Vista Investment Partners II
Indiana
$496K +$541K +2,351 New
SFS
345
Sowell Financial Services
Arkansas
$492K +$537K +2,335 New
AG
346
AmeriFlex Group
Nevada
$489K +$460 +2 +0.1%
Russell Investments Group
347
Russell Investments Group
United Kingdom
$488K +$48.3K +210 +10%
HWM
348
HRC Wealth Management
Idaho
$478K +$66.9K +291 +15%
JIP
349
Jaffetilchin Investment Partners
Florida
$477K +$98.9K +430 +23%
HSA
350
HBK Sorce Advisory
Pennsylvania
$473K +$690 +3 +0.1%